KBWR icon

Invesco KBW Regional Banking ETF
KBWR

Overview Fund Activity

42 hedge funds and large institutions have $49.4M invested in Invesco KBW Regional Banking ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
7
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.9M
2
NCMW
2
Northern Capital Management (Wisconsin)
Wisconsin
$3.01M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$451K
4
PFBT
4
Parkside Financial Bank & Trust
Missouri
$393K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$921K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.23M
2
Ameriprise
2
Ameriprise
Minnesota
$1.29M
3
1IA
3
1834 Investment Advisors
Wisconsin
$55K
4
VAS
4
Valicenti Advisory Services
New York
$0
5
BFG
5
Bouchey Financial Group
New York
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
1
Brown Advisory
Maryland
$9.18M 204,793 -15,394 -7%
BFG
2
Bouchey Financial Group
New York
$6.71M 149,853 -69,444 -32%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.9M 131,798 +88,365 +203%
Bank of America
4
Bank of America
North Carolina
$5.23M 116,820 -300,925 -72%
Morgan Stanley
5
Morgan Stanley
New York
$4.02M 89,784 -37,416 -29%
UBS Group
6
UBS Group
Switzerland
$3.3M 73,630 -35,822 -33%
NCMW
7
Northern Capital Management (Wisconsin)
Wisconsin
$3.01M 67,220 +18,660 +38%
SCM
8
SOL Capital Management
Maryland
$1.38M 30,796 +2,050 +7%
Ameriprise
9
Ameriprise
Minnesota
$1.29M 28,839 -157,737 -85%
SF
10
Synovus Financial
Georgia
$960K 21,382 +8,279 +63%
BTS
11
BB&T Securities
Virginia
$922K 20,584 -9,719 -32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$921K 20,540 +8,653 +73%
KIA
13
KCM Investment Advisors
California
$684K 15,275 -10,750 -41%
LPL Financial
14
LPL Financial
California
$556K 12,415 -7,188 -37%
FWIA
15
Fort Washington Investment Advisors
Ohio
$484K 10,810 -150 -1%
HCA
16
Heck Capital Advisors
Wisconsin
$456K 10,179 -582 -5%
Goldman Sachs
17
Goldman Sachs
New York
$456K 10,177 -5,403 -35%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$451K 10,075 +10,075 New
RMAM
19
Raab & Moskowitz Asset Management
New Jersey
$414K 9,250 -4,300 -32%
PFBT
20
Parkside Financial Bank & Trust
Missouri
$393K 8,771 +8,771 New
CCT
21
Country Club Trust
Missouri
$376K 8,395 +8,395 New
Jane Street
22
Jane Street
New York
$358K 7,992 -27,555 -78%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$358K 8,000 – –
SG
24
StoneX Group
New York
$259K 5,788 -1 -0%
PFC
25
Phocas Financial Corp
California
– – – –
1
2 3